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Technology Stocks : Semi Equipment Analysis
SOXX 306.55+0.4%Oct 31 4:00 PM EDT

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To: Sam who wrote (94717)7/21/2025 11:23:23 AM
From: Return to Sender2 Recommendations

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Johnny Canuck
Sam

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I usually don't get worried until there is a 40% spread between Bulls and Bears. That generally makes for a decent indicator of a market top.

I am sure there is not 11% Bears in the II Poll?

Anyway if the Bulls get up over 60% which, it might by August 1st, then I would worry plenty.

Regardless, I thank you Sam for sharing that as we roll through July and head into the usually bad months of August and September on a seasonality basis over the last 5 years for the Semiconductor Index:



RtS
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